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The Logic of Wealthy and Wise^®

From the Desk of
Robert B. Ritter, Jr.
President/CEO, InsMark, Inc.

Release Date: June 2011

One of the most popular Concept Library articles we ever issued is The Logic of Wealthy and Wise. It consistently receives the most hits -- month after month. Originally published in 2004, this article brings you an updated version, and we think you will find it valuable.

Customizable Version For You: A special version of the article is also available, all of which (or parts of which) you can reproduce on your own letterhead. In it, we have deleted all references to InsMark. If you are (or become) a Wealthy and Wise licensee and want to have access to this Word file, please email Julie Nayeri at julien@insmark.com and ask for a copy of the Microsoft Word file named “Wealthy and Wise Logic Report (for Licensees).doc.” We trust that you will not make it available to non-licensees.

Click here to review The Logic of Wealthy and Wise. Be sure to look over the list of additional concepts as well as coming enhancements on Page 9.

IRS Circular 230 Disclosure

In order to comply with requirements imposed by the IRS which may apply to this document (including any attachments, enclosures, or referred material) as distributed or as re-circulated, please be advised that the material contained herein is not intended or written to be used, and it cannot be used, by anyone for the purposes of avoiding any penalty that may be imposed by the Internal Revenue Service under the Internal Revenue Code. In the event that this document (including any attachments, enclosures, or referred material) is also considered to be a “marketed opinion” within the meaning of the IRS guidance, then, as required by the IRS, please be further advised that the material contained herein is written to support the promotions or marketing of the transactions or matters addressed by the material contained herein, and, based on the particular circumstances, you should seek advice from an independent tax advisor.

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